【中信证券传媒&前瞻】腾讯控股2022Q2业绩速览 □2022Q2业绩: –收入1340.34亿元(YoY-3.1%,QoQ-1.1%,vs中信预测1320亿元) –毛利率43.2%(YoY-2.2pcts,QoQ+1.0pcts,vs中信预测42.2%) –销售/管理费用率分别为5.9%/19.6%(YoY-1.3/+3.2pcts,QoQ+0.0/-0.1pcts,vs中信预测5.5%/19.2%) –Non-IFRS净利润281.39亿元(YoY-17.3%,QoQ+10.2%,vs中信预测250亿元) □运营数据: –微信MAU12.99亿(YoY+3.8%,QoQ+0.8%) –QQMAU5.69亿(YoY-3.8%,QoQ+0.9%) 增值服务付费会员数2.35亿(YoY+2.3%,QoQ-1.8%) □增值服务: –增值服务收入716.83亿元(YoY-0.5%,QoQ-1.5%,vs中信预测724亿元) –游戏收入425亿元(YoY-1.2%,QoQ-2.5%,vs中信预测426亿元),本土市场收入318亿元(YoY-1%),国际市场收入107亿元(YoY-1%) –社交网络收入292亿元(YoY+0.7%,QoQ+0.3%,vs中信预测298亿元) □网络广告: –网络广告收入186.83亿元(YoY-18.4%,QoQ+3.6%,vs中信预测156亿元) –社交广告收入161亿元(YoY-17.4%,QoQ+2.5%,vs中信预测135亿元),媒体广告收入25亿元(YoY-24.2%,QoQ+8.7%,vs中信预测21亿元) □FBS: –金融科技及企业服务收入422.08亿元(YoY+0.8%,QoQ-1.3%,vs中信预测423亿元) 电话会议邀请 时间:8.17(周三)20:00(北京/香港时间)本次公司的业绩电话会议需要提前注册申请注册网址:webcast